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Strategy Shares Nasdaq 7HANDL Index ETF

123 hedge funds and large institutions have $110M invested in Strategy Shares Nasdaq 7HANDL Index ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

3% more funds holding

Funds holding: 120123 (+3)

3% more capital invested

Capital invested by funds: $107M → $110M (+$3.05M)

0.59% more ownership

Funds ownership: 9.95%10.54% (+0.59%)

3% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 40

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
123
Holders Change
+3
Holders Change %
+2.5%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
39
Reduced
40
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$14.1K +$14K +694 New
BFEC
102
Benjamin F. Edwards & Company
Missouri
$14K
Wells Fargo
103
Wells Fargo
California
$13.4K -$14.6K -726 -52%
OP
104
ORG Partners
Indiana
$12.2K +$12.1K +600 New
TCPG
105
Trivant Custom Portfolio Group
California
$11.8K +$201 +10 +2%
HCP
106
Hexagon Capital Partners
Arkansas
$10.2K
NSIM
107
North Star Investment Management
Illinois
$10.2K
LFG
108
Larson Financial Group
Missouri
$10.2K +$10.1K +500 New
CAL
109
Capital Advisors Ltd
Ohio
$9K +$161 +8 +2%
CFGS
110
Concourse Financial Group Securities
Alabama
$6.1K
IA
111
IFP Advisors
Florida
$6.1K
FDCDDQ
112
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.59K
TFGT
113
TS Financial Group (TSFG)
Illinois
$5K +$81 +4 +2%
RF
114
Robinswood Financial
Washington
$4.63K +$4.57K +227 New
CIA
115
Cape Investment Advisory
Georgia
$4.07K -$4.03K -200 -50%
SJIM
116
St. Johns Investment Management
Florida
$3.25K +$302 +15 +10%
GJIA
117
Glass Jacobson Investment Advisors
Maryland
$3.05K +$3.02K +150 New
SPIA
118
Steward Partners Investment Advisory
New York
$1.69K -$6.04K -300 -78%
DJSG
119
D.J. St. Germain
Massachusetts
$1.52K +$1.51K +75 New
CAL
120
Capital Analysts LLC
Pennsylvania
$1K
GGI
121
Godsey & Gibb Inc
Virginia
$814
FBC
122
Fairfield, Bush & Co
Connecticut
$224 +$221 +11 New
Fidelity Investments
123
Fidelity Investments
Massachusetts
$41 +$20 +1 +100%
AI
124
Atria Investments
North Carolina
-$1.39M -68,943 Closed
MCC
125
Money Concepts Capital
Florida
-$281K -31,124 Closed

HNDL Hedge Fund Activity: Q2 2023 in Review

123 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) for Q2 2023, worth a combined $110M — up 2.9% from $107M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new HNDL positions and 13 closed out — a net gain of 6 holders — while 39 added to existing stakes and 40 trimmed.

The largest buyer was Asset Allocation Strategies, adding an estimated $4.32M. The largest seller was Osaic Holdings, cutting an estimated $2.79M.

  • 123 institutional investors held Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) as of Q2 2023, up from 120 in Q1 2023.
  • Funds reported $110M of Strategy Shares Nasdaq 7HANDL Index ETF stock for Q2 2023, up 2.9% quarter-over-quarter.
  • 19 funds opened new Strategy Shares Nasdaq 7HANDL Index ETF positions in Q2 2023 and 13 closed out, a net change of +6 holders.
  • The largest Strategy Shares Nasdaq 7HANDL Index ETF buyer in Q2 2023 was Asset Allocation Strategies, an estimated $4.32M added.
  • The largest Strategy Shares Nasdaq 7HANDL Index ETF seller in Q2 2023 was Osaic Holdings, an estimated $2.79M sold.

Based on aggregated 13F filings for Q2 2023.